Asset-Map for Enterprises
A Scalable Platform for Enterprises
Asset-Map empowers firms to deliver personalized, scalable advice through intuitive client discovery and planning tools..
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Demonstrated results
Designed for a wide range of advisors and teams, our platform simplifies holistic financial planning and enhances client engagement.
Built for flexibility, Asset-Map supports RIAs, Broker/Dealers, banks, credit unions, and more with solutions tailored to your enterprise needs.
Built for flexibility, Asset-Map supports RIAs, Broker/Dealers, banks, credit unions, and more with solutions tailored to your enterprise needs.
Average Production Gain
New advisors that use Asset-Map with 6+ households outperform non-users in AUM, life insurance, and annuity revenue at scale.
Ratio of New Advisors Retained
A four-year study at a large broker-dealer found that twice as many advisors who survived their first four years in the business primarily used Asset-Map as opposed to those who didn’t primarily use Asset-Map.
Enterprise Adoption Rate
At a large broker dealer where Asset-Map is one of many available tools, 82% of financial advisors who can use Asset-Map choose to do so in their practice.
How we partner with you
We’re here to ensure you get the most out of Asset-Map. From onboarding to long-term success, we offer flexible training and support options that align with your internal programs. Every enterprise receives a dedicated Customer Success Advisor to guide rollout, provide ongoing training, host business reviews, and keep everything running smoothly.
SmartStart Program
Custom Training Seminars
Community webinars
Asset-Map University
Boot Camp training
Unlimited 1-on-1 Case Reviews
In-App Help Center
Implementation made easy
Our collaborative approach to technical implementation is designed to work for your unique requirements. Configuration options include:
Features
Integrations
Branding
Workflows
Compliance & supervision
Administration
Security & Compliance Built In
Asset-Map is SOC 2 Type II certified and independently audited to meet the highest security standards for financial advisors. Bank-level encryption protects client data at every step, and our platform is FINRA and SEC compliant to ensure confidential financial information remains secure.
Unlock Exceptional Financial Planning Software with Asset-Map
Deliver clear, goal-focused financial plans with powerful tools that impress clients, build trust, and boost referrals through a simplified, accessible approach.
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